AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Value of a Full Service Wealth Management Offering
JD Power results on investor satisfaction for 2022, just hit. If you have a professional delivering that advice and guidance, it's almost like a coaching relationship. And one other thing that I took from that survey that was interesting is the third most important driver is the value for fees that they're paying. That's what clients and investors are looking at.